
Strategic Business Risk Position
2 semanas atrás
We are seeking an experienced Business Risk Specialist to develop and manage a proactive pipeline through prospecting, calling on potential clients, conducting needs analysis/risk assessments, creating sales strategies, presenting information, and collaborating with technical specialists to win and retain business.
The successful candidate will have a proven track record of effective pipeline development, delivery of strategic sales plans, and a reputation as a client-centric sales professional. They will also possess a comprehensive working knowledge of selling principles, marketing strategies, and technical expertise in insurance and risk management products.
Required Skills and Qualifications- Bachelor's degree in a related field is preferred
- Valid State-relevant insurance license(s)
- Prior experience working for or with Financial Institutions or Professional Services firms
- Proven track record of successful pipeline development, delivery of effective sales strategies, and reputation as a client-centric sales professional
- Comprehensive working knowledge of selling principles, marketing strategies, and technical knowledge of insurance and risk management products
- Develop and manage an active pipeline through prospecting, calling on potential clients, and conducting needs analysis/risk assessments
- Develop sales strategies, present information, and partner with technical specialists to win and retain business
- Maintain consistent touch points with clients by phone and face-to-face
- Champion proper advocacy of claims and participate in stewardship meetings
- Support Client Management team in identifying and closing rounding opportunities
- Pipeline Management: identify prospects, develop new relationships, obtain referral leads, and pursue cross-selling opportunities
- People Management: provide annual input for performance reviews, provide timely/quality feedback, and assist team members in acquiring new skills
This role requires a strong ability to identify and leverage essential information, think critically and logically, and work in a client-centric strategic and decisive manner according to tight deadlines.
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